George's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 70 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 16 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 35 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 7 )
£100k - £200k ( 10 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Somerset
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term personal investments held for some time with a company that was subsequently taken over a number of times. Moved to a different part of the country where the company had offices.
How has George Cooksley helped you?
Assisted in consolidating our portfolio and spreading the risks. Advising on current government changes and explaining how the various investment products operate.
Have you seen the outcome you were hoping for?
On balance yes.
What could they have done better?
would like to have a discussion and possible planning for long term care planning.
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an adviser to assist with financial matters.
How has George Cooksley helped you?
George is excellent, his knowledge on anything financial is second to none. I cannot recommend him highly enough.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer & ongoing funds management - Argentis appointed in 2017 and have continued to act.
How has George Cooksley helped you?
Explaining funds performance. Switching funds/risk profile - access to funds. Drawdowns - regular & lump sum. ISA investments. General sounding board on all financial matters - the regular annual reviews are valued.
Have you seen the outcome you were hoping for?
Yes all requests have been professionally actioned - my long term pension/investment strategy has been shaped with the help and guidance of George and we have a regular review process which I am comfortable with.
What could they have done better?
Sometimes processes take longer than expected I imagine this is down to regulatory requirements maybe better communication along the way would help. I am always happy to speak with/meet George and I would encourage/be grateful to receive more proactive contact on investment ideas/financial matters outside of the formal annual review where at present I feel the relationship is in general reactive (i.e. George responds to my requests).
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
need for monthly income
How has George Cooksley helped you?
provided advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On reaching or moving near to retirement 4 years ago
How has George Cooksley helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t believe George could have done anything better